Interactive Financial Advisors

Interactive Financial Advisors (CRD# 125117) is a financial advisory firm headquartered in New Lenox, IL. They manage $321,284,342 in 3,067 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    3,067
    ACCOUNTS
  • Average Account Value
    $104,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, NC, NE, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Interactive Financial Advisors
Showing 1 - 10 of 35 top financial advisors.
1
Craig C. Alden
CRD#: 3112372
117 S Loudoun St., Winchester, VA 22601

Craig Alden (CRD# 3112372) is an Investment Advisor Representative working at Interactive Financial Advisors in Winchester, VA and has over 23 years of experience in the finance industry.

2
Marcus M. Bauman
CRD#: 5278844
870 Greenbrier Circle, Suite 405, Chesapeake, VA 23320

Marcus Bauman (CRD# 5278844) is an Investment Advisor Representative working at Interactive Financial Advisors in Chesapeake, VA and has over 13 years of experience in the finance industry.

3
Mark A. Bertrang
CRD#: 1760670
1401 Main Street, Suite 101, Onalaska, WI 54650

Mark Bertrang (CRD# 1760670) is an Investment Advisor Representative working at Interactive Financial Advisors in Onalaska, WI and has over 33 years of experience in the finance industry.

4
April S. Blake
CRD#: 5917513
8405 Dorsey Circle, Ste. 202, Manassas, VA 20110

April Blake (CRD# 5917513) is an Investment Advisor Representative working at Interactive Financial Advisors in Manassas, VA and has over 9 years of experience in the finance industry.

5
John S. Blanc
CRD#: 1077241
18231 Highway 18, Suite 7, Apple Valley, CA 92307

John Blanc (CRD# 1077241) is an Investment Advisor Representative working at Interactive Financial Advisors in Apple Valley, CA and has over 5 years of experience in the finance industry.

6
Paul A. Branshaw
CRD#: 2822415
100 Batson Court, Ste. 104, New Lenox, IL 60451

Paul Branshaw (CRD# 2822415) is an Investment Advisor Representative working at Interactive Financial Advisors in New Lenox, IL and has over 25 years of experience in the finance industry.

7
Jacques C. Cureton
CRD#: 2661867
12724 Gran Bay Parkway West, Suite 410, Jacksonville, FL 32258

Jacques Cureton (CRD# 2661867) is an Investment Advisor Representative working at Interactive Financial Advisors in Jacksonville, FL and has over 26 years of experience in the finance industry.

8
Warren O. Curtis
CRD#: 3270560
1414 E. 4500 S., # 3, Salt Lake City, UT 84117

Warren Curtis (CRD# 3270560) is an Investment Advisor Representative working at Interactive Financial Advisors in Salt Lake City, UT and has over 22 years of experience in the finance industry. Warren Curtis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Michal D. Fraser
CRD#: 2841823
870 Greenbrier Circle, Tower 2, Suite 405, Chesapeake, VA 23320

Michal Fraser (CRD# 2841823) is an Investment Advisor Representative working at Interactive Financial Advisors in Chesapeake, VA and has over 25 years of experience in the finance industry.

10
Gregory S. Gale
CRD#: 3199858
584 W. Chandler Blvd., Chandler, AZ 85225

Gregory Gale (CRD# 3199858) is an Investment Advisor Representative working at Interactive Financial Advisors in Chandler, AZ and has over 23 years of experience in the finance industry.

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